Source File
--- name: sales-history-recall description: "Retrieves relevant past conversations, deals, and objections for a prospect so reps enter every call prepared." category: "Memory & Context" --- # Sales History Recall ## When to use this skill Use this skill when you need assistance that retrieves relevant past conversations, deals, and objections for a prospect so reps enter every call prepared for Sales work. ## Capabilities - Semantic search - Deal stage tracking - Objection history - Next best action suggestion ## Inputs Provide the source material, goal, audience, constraints, and preferred output format. Include category-specific context for memory & context work when available. Share relevant Sales policies, terminology, data fields, or review criteria that should guide the result. ## Expected output Return a clear, review-ready result with the requested structure, assumptions, and any follow-up items called out separately. It should cover: Semantic search, Deal stage tracking, Objection history, Next best action suggestion. ## Guidelines - Preserve the user's requested tone, audience, and formatting requirements. - Ask for missing context only when it materially changes the output quality. - Structure results clearly for review and reuse. - Call out assumptions, risks, or confidence limitations when the source material is incomplete.